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11份料单更新!出售安世、罗姆、三星等芯片
芯世相· 2025-10-20 09:06
Core Insights - The article discusses the challenges of managing excess inventory in the semiconductor industry, highlighting the financial burden of storage and capital costs associated with unsold materials [1] - It emphasizes the services provided by Chip Superman, which has served 21,000 users and offers rapid transaction completion for inventory clearance [8] Inventory Management - A significant amount of obsolete materials is held in inventory, with monthly storage and capital costs estimated at least 5,000, leading to a potential loss of 30,000 after six months [1] - Chip Superman has a smart warehouse covering 1,600 square meters, with over 1,000 stock models and a total inventory value exceeding 100 million [7] Sales and Promotions - The company is actively promoting discounted sales of various semiconductor components, including a wide range of brands and models available for immediate purchase [4][5] - The article lists specific components available for sale, including quantities and specifications, indicating a robust inventory management strategy [4][5] Market Demand - There is a call for purchasing specific semiconductor components, indicating ongoing demand in the market [6] - The article suggests that companies struggling to sell their inventory or seeking better prices can utilize Chip Superman's platform for assistance [9]
拆解小米SU7逆变器:这几个设计非常亮眼
芯世相· 2025-10-18 01:07
Core Insights - The article focuses on the disassembly and analysis of the inverter used in the Xiaomi SU7 electric vehicle, highlighting its importance as a core component of the vehicle's power drive system [5][9]. Group 1: Key Parameters and Supplier Information - The inverter supports a maximum stable speed of 21,000 RPM and operates on a 400V system with an output power of 220KW [9]. - The core supplier for the inverter is UAES (United Automotive Electronics), a joint venture between a parent company and a Chinese enterprise [9]. Group 2: Disassembly Process and Component Analysis - The inverter features a protective cover and a well-organized layout for the DC side terminals, ensuring safety in high-voltage environments through specialized sealing materials [11]. - The signal system is designed with a focus on electromagnetic compatibility (EMC), utilizing soft materials to absorb noise and featuring a gate drive circuit with an Infineon MCU and an Allegro current sensor [18][19]. - The power circuit includes three 2-in-1 silicon carbide (SiC) modules, a CLC filter circuit for input current stabilization, and a current sensor for real-time monitoring [21]. - The cooling system employs a water-cooling mechanism designed by Bosch, ensuring efficient heat dissipation for the power module and capacitors [25]. Group 3: Key Design Highlights - Noise control is achieved through the use of soft materials in the signal system and optimized wiring in the power circuit to minimize electromagnetic interference [29]. - The inverter is lightweight (approximately 10kg) due to the extensive use of flat transformers and compact packaging of the SiC modules [29]. - A multi-layer cooling design addresses the heat generation of power devices and capacitors, suitable for the 220KW high power output requirement [29]. - Structural stability is enhanced through laser welding at critical connection points and the use of large bolt specifications [29].
昂瑞微过会,从此射频PA上市之路或关闭
芯世相· 2025-10-18 01:07
Core Viewpoint - The successful approval of Angrui Micro on the Sci-Tech Innovation Board signifies a major and profound impact on the domestic RF front-end industry, setting a high bar for future IPOs in this sector [4]. Group 1: Company Overview - Angrui Micro has established itself as a leading company in the low-power Bluetooth chip sector, evolving from its initial focus on 2G CMOS PA to 5G L-PAMiD technology [4]. - The company has achieved significant sales scale, with annual sales exceeding 2 billion RMB [4]. Group 2: Industry Implications - The approval of Angrui Micro's IPO indicates that the threshold for future RF PA companies seeking to list on the Sci-Tech Innovation Board will be higher, making it more challenging for new entrants [4][6]. - The current landscape includes six companies in the RF PA sector, including Angrui Micro, which will lead to overlapping products but with distinct focuses [6]. - The future profitability of these companies will depend on their technology, products, and quality customer base [6].
11份料单更新!出售安世、NXP、英飞凌等芯片
芯世相· 2025-10-17 09:42
Core Insights - The article discusses the challenges of managing excess inventory in the semiconductor industry, highlighting the financial burden of storage and capital costs associated with unsold materials [1] - It promotes a service called "Chip Superman," which has served 21,000 users and offers rapid inventory clearance solutions [9] Group 1: Inventory Management - Excess inventory of 100,000 units incurs monthly storage and capital costs of at least 5,000, leading to a potential loss of 30,000 after six months [1] - The article emphasizes the difficulty in promoting and selling surplus materials, suggesting that companies can seek assistance from Chip Superman for better pricing and faster transactions [1][11] Group 2: Inventory Offerings - A detailed list of available semiconductor components for sale is provided, including quantities and brands such as NXP, Nexperia, TI, and Qualcomm [4][5] - The total inventory includes over 5,000 million units across 1,000+ models, with a total value exceeding 100 million [8] Group 3: Community Engagement - The establishment of a community group for discussing semiconductor components is mentioned, encouraging collaboration and knowledge sharing among industry participants [7] - The article invites users to join the group for further engagement and support in managing their semiconductor needs [7]
几十K需求满天飞,安世芯片到底火成啥样了?
芯世相· 2025-10-17 09:42
Core Viewpoint - The semiconductor market, particularly related to Anshi Semiconductor, is experiencing a surge in demand and price increases due to recent export restrictions and asset freezes imposed by the Dutch government and the Chinese Ministry of Commerce [3][10][30]. Group 1: Market Dynamics - Following the announcement of export bans on certain Anshi chips, there has been a significant increase in demand, with reports of orders in the tens of thousands to hundreds of thousands of units [7][8]. - The market for Anshi chips has become "hot," with instances of stockpiling, price hikes, and a surge in inquiries from both trade and end-user customers [11][12][30]. - Prices for Anshi chips have reportedly doubled or tripled, with specific examples indicating a rise from 0.25 yuan (tax included) to 1 yuan (tax excluded) for certain components [11][12]. Group 2: Production and Capacity - Anshi Semiconductor, originally part of NXP's standard components division, has significant manufacturing capabilities in Germany and the UK, producing over 700 billion semiconductors annually [14][16]. - The company has a strong presence in China, with approximately 80% of its packaging capacity located there, contributing to about 48% of its revenue [16][30]. Group 3: Product Portfolio and Alternatives - Anshi Semiconductor offers a wide range of products, including bipolar transistors, diodes, ESD protection devices, MOSFETs, and IGBTs, with a focus on automotive applications [18][20]. - The company is a leader in discrete components, holding the top position in global shipments for small-signal diodes and transistors [20][21]. - As demand for Anshi products rises, there is an increasing interest in alternative suppliers, with several domestic brands being considered for replacement, particularly in the diode and MOSFET categories [27][28]. Group 4: Future Outlook - The semiconductor industry is closely monitoring the situation, with expectations that the demand for Anshi products will continue to rise while alternative suppliers may gain traction [30]. - The ongoing discussions about potential replacements indicate a shift in the market dynamics, as companies seek to mitigate risks associated with reliance on Anshi [29][30].
9份料单更新!出售TI、NXP、ORIENT等芯片
芯世相· 2025-10-16 08:22
Core Insights - The article discusses the challenges of managing excess inventory in the semiconductor industry, highlighting the financial burden of storage and capital costs associated with unsold materials [1] - It emphasizes the services provided by Chip Superman, which has served 21,000 users and offers rapid inventory clearance solutions [8] Group 1: Inventory Management - Excess inventory of 100,000 units incurs monthly storage and capital costs of at least 5,000, leading to a potential loss of 30,000 after six months [1] - The article suggests that companies struggling to sell their materials can utilize Chip Superman's services for better pricing and faster transactions [1][9] Group 2: Inventory Offerings - Chip Superman has a substantial inventory, with over 1,000 models and 50 million chips valued at over 100 million [7] - The article lists various semiconductor components available for sale, including specific brands and quantities, indicating a diverse inventory [4][5] Group 3: Purchase Requests - The article includes a section for companies looking to purchase specific semiconductor components, indicating a demand for certain materials [6] Group 4: Service Efficiency - Chip Superman claims to complete transactions in as little as half a day, showcasing its efficiency in clearing inventory [8]
躁动的市场,有些汽车芯片还在倒挂中
芯世相· 2025-10-16 08:22
Core Viewpoint - The automotive chip market is experiencing a significant downturn, with prices continuing to be inverted and many businesses moving away from this sector due to reduced demand and excess inventory [3][10]. Group 1: Current Market Conditions - Automotive chip prices remain inverted, leading to a decline in business activity, with many companies reporting minimal engagement in this market [5][9]. - The market has seen a drastic drop in prices for various automotive chips, with examples showing reductions from hundreds or thousands of yuan to single-digit prices [6][8]. - The current market is characterized by an oversupply of automotive chips, resulting in a buyer's market where prices are being pressured downwards [9]. Group 2: Performance of Major Manufacturers - Major automotive chip manufacturers are facing challenges with declining demand and excess inventory, leading to slowed revenue growth and even declines in some cases [12][13]. - Financial reports from leading manufacturers indicate that while some regions show stability, overall market visibility remains low, and caution is advised for the remainder of the year [14][15]. - Despite some signs of recovery, the automotive chip market is still in a downward cycle, with expectations for gradual improvement in 2025 [16]. Group 3: Future Outlook - The automotive chip market is gradually stabilizing, with some signs of reduced inventory and less intense price inversion, although the market remains cautious [18][19]. - The shift from a previously booming market to a more rational and stable environment indicates a return to normalcy in the supply chain, with less emphasis on speculative trading [18]. - Ongoing developments in the industry, such as recent events involving major companies, may still impact the stability of the automotive chip market [19].
【仪测高下】从信号完整性到系统优化:罗德与施瓦茨的全方位解决方案
芯世相· 2025-10-16 08:22
Core Viewpoint - The article emphasizes the critical importance of signal integrity (SI) in high-speed data transmission systems, highlighting that understanding its principles and testing methods is essential for ensuring reliable and stable system performance [1][2]. Group 1: Basic Concepts of Signal Integrity - Signal integrity (SI) refers to the ability of a signal to produce the correct response in a circuit, which is increasingly important in long-distance, high-bit-rate signal transmission due to various degrading effects [2][3]. - Testing for signal integrity is crucial as issues like attenuation, reflection, and distortion can lead to data transmission errors and system failures [3][4]. Group 2: Core Factors Affecting Signal Integrity - Key factors impacting signal integrity include impedance mismatch, attenuation/loss, crosstalk, and jitter noise [5]. - Impedance mismatch occurs when a signal encounters changes in transmission line impedance, causing energy reflection and potential misinterpretation of signal states [6][7]. - Attenuation increases exponentially with frequency, with FR4 material showing a loss of -2 dB/inch at 10 GHz, affecting signal quality [8][9]. - Crosstalk is inversely proportional to the square of the spacing between traces, with increased spacing significantly reducing interference [10][11]. - Jitter, composed of random jitter (RJ) and deterministic jitter (DJ), can degrade signal quality, with total jitter exceeding 20% of the signal unit interval leading to increased error rates [13][15]. Group 3: Components of High-Speed Interconnect Systems - High-speed interconnect systems consist of transmitters (Tx), receivers (Rx), and channels, where the transmitter converts digital signals to analog for transmission, and the receiver converts them back to digital [16][17]. - The channel, which includes PCB traces, cables, and connectors, is critical for signal transmission and must be designed considering impedance matching and attenuation characteristics [19][20]. Group 4: Measurement and Evaluation of Signal Integrity - Various measurement techniques and evaluation metrics are essential for assessing signal integrity, including eye diagram analysis, bit error rate testing (BERT), frequency domain S-parameters, and time domain reflectometry (TDR) [22]. - Eye diagram analysis visually represents signal distortion, with larger openings indicating better signal quality [23]. - BERT evaluates system performance by sending known signal patterns and measuring error rates, with lower rates indicating higher stability [25]. - S-parameters assess channel performance and impedance matching, providing insights for optimizing design [26][27]. - TDR measures channel impedance variations and can help locate faults, aiding in design optimization [29]. Group 5: Case Studies and Practical Applications - High-speed serial communication interfaces like PCIe 5.0/6.0 require careful consideration of signal integrity, employing techniques such as impedance matching and pre-emphasis to mitigate high-frequency losses [31]. - Specific cases illustrate solutions for issues like eye closure and excessive crosstalk, emphasizing the importance of proper design and testing methodologies [32][36][40]. Group 6: Conclusion - As data transmission rates continue to rise, signal integrity will face new challenges and opportunities, necessitating ongoing exploration of testing techniques and design methods to meet performance demands [42]. - Engineers can effectively address challenges like high-frequency attenuation and crosstalk through precise modeling, rigorous testing, and targeted optimization strategies [42].
高通SA8650自动驾驶域控制器拆解分析
芯世相· 2025-10-15 06:07
Group 1: Autonomous Driving Domain Controller Overview - The autonomous driving domain controller serves as the "central brain" of intelligent connected vehicles, facilitating the transition from assisted driving to fully autonomous driving [5] - It integrates multi-sensor data, path planning algorithms, and vehicle control interfaces to achieve perception, decision-making, and execution in a unified manner, making it a key platform for L2 and above autonomous driving technologies [5] Group 2: Main Functions of the Domain Controller - Multi-sensor fusion and perception involve integrating data from radar, lidar, cameras, IMU, and high-precision GPS to create an accurate environmental semantic map [6] - Decision planning and path generation require the system to complete path planning and behavior decision-making within milliseconds based on real-time traffic density and speed limits [6] - The controller ensures precise control of acceleration, braking, and steering through interaction with chassis control systems while meeting ISO 26262 ASIL-D safety standards [6] - Data security and vehicle-to-everything (V2X) communication are achieved through 5G-V2X direct communication and encryption algorithms to protect vehicle control data and user privacy [6] Group 3: Hardware Architecture Analysis - The Qualcomm SA8650 core module consists of a main SoC chip, power management chip, and memory chips, integrating various key functional components [20] - The architecture includes a powerful CPU based on Arm v8.2 Cortex technology, a high-performance GPU for graphics rendering, and a Tensor processor for machine learning tasks [22] - The system also features an image signal processor for camera data processing, a video codec module for high-quality video handling, and a dedicated safety island subsystem for critical automotive safety tasks [23] Group 4: Communication and Safety Features - The RTL9068AB switch module supports 1000 Base-T1 standard for high-speed communication, enhancing bandwidth and connectivity in automotive networks [56] - The NXP TJA1145 and TJA1044 CAN transceivers ensure compliance with industry standards and provide low-power modes for energy efficiency [62][68] - The system includes advanced message processing mechanisms and multiple operational states to enhance reliability and performance in automotive applications [64][70] Group 5: Power Management and Efficiency - The LM25143-Q1 is a synchronous buck DC/DC controller designed for high current output, supporting a wide input voltage range and low quiescent current for extended battery life [77][78] - The MPQ8875A is a versatile DC/DC converter with a wide input voltage range, designed for automotive applications, featuring robust fault protection and adjustable switching frequency [91][92] Group 6: GPS Module Specifications - The UM670A GPS module supports multiple satellite systems and offers high sensitivity and positioning accuracy, suitable for automotive applications [122][130] - It features a compact design with a wide operating temperature range and low power consumption, making it ideal for integration into vehicle systems [135][140]
10份料单更新!出售TI、Microchip、ADI等芯片
芯世相· 2025-10-15 06:07
Core Insights - The article discusses the challenges of managing excess inventory in the semiconductor industry, highlighting the financial burden of storage and capital costs associated with unsold materials [1] - It promotes a service called "Chip Superman," which has served 21,000 users and offers rapid inventory clearance solutions [9] Group 1: Inventory Management - Excess inventory of 100,000 units incurs monthly storage and capital costs of at least 5,000, leading to a potential loss of 30,000 after six months [1] - The article emphasizes the difficulty in promoting and selling excess materials, suggesting that companies can seek assistance from Chip Superman for better pricing and faster transactions [1][10] Group 2: Inventory Offerings - A list of available excess materials is provided, including various models from Texas Instruments (TI) and other brands, with quantities ranging from 1,200 to 50,000 units [4][5] - The total inventory held by Chip Superman includes over 5,000 different types of chips, with a total value exceeding 100 million [8] Group 3: Purchase Requests - The article also includes a request for specific components, indicating ongoing demand in the market for certain semiconductor parts [6] Group 4: Service Features - Chip Superman claims to complete transactions in as little as half a day, providing a quick solution for companies looking to offload excess inventory [9] - The company operates a 1,600 square meter smart storage facility with over 10 tons of inventory, ensuring quality control through an independent laboratory [8]